IFP Advisors’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-582
| Closed | -$46.8K | – | 2300 |
|
|
2025
Q1 | $46.8K | Buy |
582
+116
| +25% | +$9.32K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $38.4K | Hold |
466
| – | – | ﹤0.01% | 1949 |
|
|
2024
Q3 | $36.1K | Buy |
466
+154
| +49% | +$11.9K | ﹤0.01% | 1876 |
|
|
2024
Q2 | $21.9K | Buy |
+312
| New | +$21.9K | ﹤0.01% | 2038 |
|
|
2024
Q1 | – | Sell |
-92
| Closed | -$6.13K | – | 3223 |
|
|
2023
Q4 | $6.13K | Sell |
92
-30
| -25% | -$2K | ﹤0.01% | 2357 |
|
|
2023
Q3 | $8.3K | Buy |
+122
| New | +$8.3K | ﹤0.01% | 2330 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$10K | – | 4230 |
|
|
2022
Q4 | $10K | Buy |
+4
| New | +$10K | ﹤0.01% | 3405 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4328 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4103 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$16K | – | 4000 |
|
|
2020
Q4 | $16K | Sell |
300
-46
| -13% | -$2.45K | ﹤0.01% | 1873 |
|
|
2020
Q3 | $15K | Buy |
346
+46
| +15% | +$1.99K | ﹤0.01% | 1756 |
|
|
2020
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 1750 |
|
|
2020
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 1664 |
|
|
2019
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 1801 |
|
|
2019
Q3 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 1920 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$10K | – | 3188 |
|
|
2018
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 2481 |
|
|
2018
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 2722 |
|
|
2018
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 2861 |
|
|
2018
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 2857 |
|
|
2017
Q4 | $9K | Sell |
300
-694
| -70% | -$20.8K | ﹤0.01% | 2854 |
|
|
2017
Q3 | $29K | Buy |
994
+302
| +44% | +$8.81K | ﹤0.01% | 2339 |
|
|
2017
Q2 | $19K | Buy |
692
+2
| +0.3% | +$55 | ﹤0.01% | 2593 |
|
|
2017
Q1 | $21K | Buy |
690
+2
| +0.3% | +$61 | ﹤0.01% | 2455 |
|
|
2016
Q4 | $22K | Buy |
688
+530
| +335% | +$16.9K | ﹤0.01% | 2374 |
|
|
2016
Q3 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 3232 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$31K | – | 3218 |
|
|
2015
Q4 | $31K | Buy |
+1,000
| New | +$31K | ﹤0.01% | 1880 |
|